Mark Schmidt, financial advisor Le Mars IA

Mark Schmidt

CRD Number: 2829301
Current Firm: Raymond James Financial Services Advisors, Inc.

Mark Schmidt (CRD# 2829301) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Le Mars, IA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Primebank Investment Center Le Mars, IA Oct 2020 - Current 3
Raymond James Financial Services Advisors Inc. Le Mars, IA Apr 2013 - Current 10
Primebank Le Mars, IA Sep 2010 - Current 13
Chubb/ibis Le Mars, IA Feb 2010 - Current 14
Non-variable Insurance Le Mars, IA Feb 2010 - Current 14
80 Acres Real Estate Le Mars, IA May 2004 - Current 19
Independent Insurance Sales Agent Lemars, IA Jul 1999 - Current 24
Raymond James Financial Services, Inc. Lemars, IA Feb 1999 - Current 25
Jay Hahn Insurance- Wellmark Blue Cross/blue Shield Le Mars, IA Jan 1999 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Mark A. Schmidt
Phone Number: 727-567-3020
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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